Your partner in philanthropy. SEE advisor resources
January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may […]
Jan 17th, 2023 Advisors, Philanthropy
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Jan 17th, 2023 Advisors, Philanthropy
Sixteen local professionals graduated from the Chartered Advisor in Philanthropy (CAP®) program. Through a year-long curriculum, the CAP® program provides professionals the knowledge, resources, and tools necessary to help clients […]
Jan 12th, 2023 Advisors, Philanthropy
The Endow Iowa Tax Credit program was established in Iowa in 2003 to promote charitable giving to endowed funds that provide permanent support for charitable causes in Iowa, while providing […]
Dec 13th, 2022 Advisors, Philanthropy, Southwest Iowa
With 2022 coming to an end, it’s a time for reflection and looking toward the future. Many of you might consider what you want to say yes to in the […]
Dec 9th, 2022 Donors, Philanthropy
The Omaha Venture Group (OVG) recently celebrated its 20th grant season, awarding $26,000 to four area nonprofit organizations. The organizations were recognized at a grant night reception hosted at Carson […]
Sep 5th, 2022 Advisors, Grants, Philanthropy
We proudly announce the Omaha Venture Group 2022 membership and leadership team. Leadership Team A special thanks to the 2022 Interest Group Leaders, Committee Leads, & Co-Chairs for their dedication to […]
Aug 29th, 2022 Philanthropy
Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has […]
Aug 18th, 2022 Advisors, Knowledge, Philanthropy
On August 16, 2022, President Biden signed into law the Inflation Reduction Act. A few tax provisions made it into the final legislation (e.g., a corporate minimum alternative tax). Other items […]
Aug 18th, 2022 Advisors, Knowledge, News, Philanthropy
August is national “Make a Will” Month, which may prompt your clients to ask whether their affairs are in order. Of course, making sure a client has established an estate […]
Aug 18th, 2022 Advisors, Knowledge, News, Philanthropy
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.